Episode 291 The Key To Scheduling For Service Plumbing

Avoid pre-assigning multiple calls to technicians days in advance; instead, focus on creating flexible schedules that allow for unexpected longer jobs.

Implement a two-tier scheduling system: one for urgent calls (leaving daily openings) and another for non-urgent calls (scheduled for later availability).

Do not allow technicians to view their entire day's or week's schedule at once; this prevents them from being distracted and encourages full focus on the current customer.

Understand that a full schedule with high drive time increases your hourly burden and necessitates higher pricing, potentially reducing conversions.

Prioritize creating a culture where technicians feel secure in taking their time on a job to diagnose and sell comprehensive solutions without fear of missing subsequent calls.

Train your team to offer package deals and full-home upgrades instead of just fixing immediate problems, enabling higher average ticket values without discounting.

Measure and analyze your team's average call duration and conversion rates to accurately predict capacity and avoid over-scheduling.